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May 26, 2010
After 224 bidding rounds spread over 28 days, the German spectrum auction came to an end on May 20. Here are the details:
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In total, German operators spent €4.385bn (US$5.958bn), of which the majority — €3.576bn — was earmarked for 800MHz frequency licenses, the so-called digital dividend.
- The 800MHz spectrum comes with a coverage obligation to provide services in “white spot” and rural areas, which are currently lacking broadband. Licensees will have to cover at least 90% of the population in every federal state in Germany, as specified by the respective states, by January 1, 2016.
- The advantage of the 800MHz spectrum is that it requires fewer for base stations, thus less capex, which is particularly important in times of operators’ belt tightening. We expect that as a result of a greater quantity of spectrum, mobile broadband uptake will surge, which will in turn enable the rollout of more advanced, value-added services
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Licensees awarded 1.8GHz, 2GHz and 2.6GHz spectrum licenses are required to cover at least 25% of the population by January 1, 2014 and at least 50% by January 1, 2016.
- Although the licenses are technology neutral, 2.6GHz is well suited for LTE deployment, and some of operators have already expressed their eagerness to use it for LTE rollout.
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Consequently, we expect LTE to account for 10% of mobile subscriptions in Germany by 2014 (for more details see our Mobile Data Forecast).
For more details on the German telecom market, see our recently published Country Intelligence Report Germany: ‘Digital Dividend’ to Spur Increase in Mobile Data Services.
— Sylwia Boguszewska, Analyst
Related resources:
Germany Intelligence Report
Country Intelligence Report published March 2010
In 2009, the German telecommunication market generated €44.5bn ($62.0bn) in revenue, a 1.5% decline from 2008, making it the second largest market in Europe, after France. We expect the market to recover in 2010, with revenue growing at a CAGR of 1.9% in 2009-2014, to €48.9bn (US$70.9bn). The biggest growth opportunities in German telecommunications are fixed and mobile broadband as well as VoIP and IPTV, which are piggybacking on broadband and bundling expansion.
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